ESOP · DOL Form 5500 · 2024
Carney, Sandoe & Associates, Inc. ESOP
Data updated 2026-08-25
- $22M
- Total assets Small plan by assets
- 36
- Participants Small participant base
- 72nd
- Percentile by assets National rank
- $600,486
- Avg per participant High balance/head
Official DOL plan name: Carney, Sandoe & Associates Employee Stock Ownership Plan · Sponsored by Carney, Sandoe & Associates, Inc. · Massachusetts · Administrative & Support Services
$22M in assets, 36 participants
Carney, Sandoe & Associates, Inc.'s Carney, Sandoe & Associates Employee Stock Ownership Plan reported $22M in total assets and 36 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #3,724 in Administrative & Support Services (4,368 peers)
Carney, Sandoe & Associates, Inc. multi-year trail
Carney, Sandoe & Associates, Inc.'s plans moved -18.5% in assets from 2022 to 2024; this filing shows Carney, Sandoe & Associates Employee Stock Ownership Plan at $22M / 36 participants.
- #3,724
- in Administrative & Support Services (4,368 peers)
- -6.1%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Carney, Sandoe & Associates Employee Stock Ownership Plan's outsized position by total assets
Carney, Sandoe & Associates Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$21,617,485 Top 28% higher than 72% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Carney, Sandoe & Associates Employee Stock Ownership Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carney, Sandoe & Associates Employee Stock Ownership Plan is a small filing (36 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Carney, Sandoe & Associates Employee Stock Ownership Plan reported net income rose from -$3M in the plan year 2023 filing to -$1M in the plan year 2024 filing.
- Carney, Sandoe & Associates Employee Stock Ownership Plan end-of-year assets fell from $23M in the plan year 2023 filing to $22M in the plan year 2024 filing.
- Carney, Sandoe & Associates Employee Stock Ownership Plan reported participants fell from 37 in the plan year 2023 filing to 36 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 043401502 · Carney, Sandoe & Associates, Inc. PY 2024 · ESOP
Carney, Sandoe & Associates Employee Stock Ownership Plan · $22M · 36 · 72nd
- BOOK $22M
- BOOK 36
- BOOK 72nd
- BOOK ESOP
- BOOK near Jack B. Henderson Construction Company, Inc. Employee Stock Ownership Plan
- BOOK ind #3724
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with What is an ESOP? → · Plans in Massachusetts →
Carney, Sandoe & Associates Employee Stock Ownership Plan in the asset neighbourhood
Carney, Sandoe & Associates, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Carney, Sandoe & Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $22M 18.492079615280087% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 29 | $27M |
| 2023 | 1 | 37 | $23M |
| 2024 | 1 | 36 | $22M |
Carney, Sandoe & Associates, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $22M |
| Net Income | -$1M |
| Employer EIN | 043401502 |
| Plan Effective Date | 2013-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Massachusetts
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Consigli Building Group Employee Stock Ownership Plan $729M · 1,684
- The Gillette Company Employee Stock Ownership Plan $368M · 139
- First Amended and Restated Creative Financial Staffing, Inc. Employee Stock Ownership Plan $253M · 445
- David Clark Employee Stock Ownership Plan $183M · 236
- New England Biolabs, Inc. Non-Voting Stock Ownership Plan $163M · 424
Carney, Sandoe & Associates Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Massachusetts, the nearest ESOP by assets is Jack B. Henderson Construction Company, Inc. Employee Stock Ownership Plan in NM ($22M); by covered participants it is First Harrison Bank Employee Stock Ownership Plan in IN (36 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($22M here).
Similar participant headcount
Nearest other-state filings by covered participants (36 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.